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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Min is an investment advisor representative associated with Eagle Strategies LLC. Jason has been in the securities industry since November 1999. Jason is registered with the state of California as both a broker-dealer and an investment advisor. Jason also provides insurance brokerage services for various outside insurance carriers. Jason has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and individuals other than high-net-worth individuals. Jason specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm's main office is located in New York, NY.
LA CANADA FLINTRIDGE, CA
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/28/2005 - Present
Eagle Strategies LLC (LA CANADA FLINTRIDGE CA)
GA
10/21/1999 - 11/10/1999
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 2/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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